ProjectMark CRM offers robust tools for managing your contacts and company information, ensuring you have all the necessary details at your fingertips. This guide will walk you through the process of adding, editing, and organizing your contacts and companies within the platform.
Accessing the Contacts and Companies Section
- Navigate to the Contacts Tab: On the left-hand side of your ProjectMark screen, locate and click the "Contacts" tab, positioned just below "Opportunities."
- Choose Between Contacts and Companies: At the top left of the Contacts section, you'll see two distinct tabs: "Contacts" and "Companies." These tabs allow you to switch between managing individual contacts and company profiles.
- Overview and Search: The interface displays the current number of saved contacts/companies and the total capacity. To the right, you'll find a search bar for quick lookups, a filter option for refined searches, and an upload/export function.
Managing Contacts
1. Creating a New Contact:
- Click "Create Contact": Select the "Contacts" tab, then click the "Create Contact" button.
- Input Basic Information:
- Enter the contact's first and last name.
- Provide their email address and phone number.
- Specify the company they work for.
- Add their LinkedIn profile URL.
- Input their physical address.
- Select their industry and job title.
- Specify their company role.
- Add Additional Details:
- Use the "Interests/Hobbies" field to record personal details.
- Customizing Contact Fields:
- Click the "Settings" icon (gear icon) in the top right corner.
- Select "Contact Data Fields" to customize which fields are displayed and required.
- Add or remove fields as needed.
2. Importing Contacts:
- Use the "Upload" Button: If you have existing contact data in other CRMs or software, click the "Upload" button.
- Import in Various Formats: ProjectMark supports importing contacts in various file formats.
- If you are exporting contacts from ProjectMark, this is also accomplished through the upload/export button.
Managing Companies
1. Creating a New Company:
- Click "Companies" Tab: Select the "Companies" tab.
- Click "Create Company": Click the "Create Company" button.
- Input Company Information:
- Enter the company name.
- Assign a contact owner for the company.
- Provide the company website URL.
- Specify the company's role in your projects.
- Indicate the number of contacts at the company.
- Add the companies contacts.
- Enter the company address and phone number.
- Add the company's LinkedIn profile URL.
- Select the relevant industry.
- Customizing Company Fields:
- Click the "Settings" icon (gear icon) in the top right corner.
- Customize the displayed and required company data fields by selecting "Company Data Fields".
- Add or remove fields as needed.
- Importing Companies:
- Use the "Upload" button to import company information from other sources.
Organizing Your Data
- Search Functionality: Use the search bar to quickly locate specific contacts or companies.
- Filter Options: Utilize the filter options to refine your searches based on various criteria.
- Export Data: Use the export function to download your contact or company data in a preferred format.
Key Benefits:
- Centralized Information: Keep all your contact and company information in one easily accessible location.
- Improved Efficiency: Streamline your workflow by quickly accessing and updating contact and company details.
- Enhanced Organization: Utilize search and filter options to maintain a well-organized database.
- Customizable Fields: Tailor the platform to your specific needs by customizing the data fields.
By following these steps, you can effectively manage your contacts and company information within ProjectMark CRM, improving your efficiency and overall project management capabilities.
